Testing engagement campaigns
How to safely try out a banner, chat message, survey or tour before it reaches real visitors — by targeting the campaign at your own visitor record while you get it right.
Preview & testing
Every editor has a preview that shows how the campaign will look. It tells you a lot, but it cannot show you the real thing: the campaign on your own site, fired by your own triggers.
For a proper test, point the campaign's triggers at yourself as a visitor, so it appears only for you while you are still working on it. That keeps a half-finished campaign away from your actual visitors.
Quick test setup
The fastest way is the Set up test for yourself button at the bottom of the trigger settings panel. Its hint reads "Configures trigger to fire only for you on every page view."
Step 1: Open the trigger settings
Open any campaign — a banner, chat message, survey or tour — and open its trigger settings.
Step 2: Click the button
Click Set up test for yourself at the bottom of the panel. A dialog explains that Yaplet will briefly open your website in a popup to detect your visitor ID.
Step 3: Enter your website address
Type the address of the site your Yaplet widget is installed on and click Open & detect. Allow popups for the dashboard first, or the attempt is blocked before it starts.
Step 4: Let it detect you
A small popup window opens your site, the Yaplet widget there hands back your visitor ID, and the popup closes on its own. It gives up after 30 seconds if no widget answers.
Step 5: Save and test
Three settings are filled in for you — Trigger: on page view · Visitor rule: Visitor ID equals your own · Frequency: send every time. Save the campaign and visit your site: it now fires only for you, on every page view.
Step 6: Update the triggers for production
Once you're happy, replace the test targeting with the audience you actually want to reach.
Manual test setup
If you'd rather set the targeting up by hand:
Step 1: Find yourself in Visitors
Go to Audience → Visitors and find your own visitor record. If you are not currently on the site, switch the time window from Online now to Last 24 hours or Last 7 days — the live list only shows people connected right now.
Step 2: Open your chat session
Click your visitor entry to open the conversation in the inbox.
Step 3: Note or set the values you'll target
From the conversation you can see and edit the visitor's attributes — the ones you can then use as targeting conditions.
Step 4: Configure targeted triggers
In the campaign's trigger settings, add visitor rules that match only you. The Visitor ID rule targets your exact visitor record.
Step 5: Test thoroughly
Visit your website, meet the trigger conditions, and check the appearance and behaviour across the scenarios you care about.
Step 6: Update the triggers for production
When you're satisfied, change the trigger settings to target your intended audience instead of just yourself.